Plan Participant Service

Finalists and winners in this category stand out for their innovation and dedication in the service of retirement plan participants, with a particular focus on the efficient and effective delivery of individual-level advice and education.


Finalists

Sean Bjork, Bjork Asset Management, Inc.
Wagstaff & Crawford/LPL Financial (Anton Brog pictured)
Scott Ciullo, KerberRose
WINNER
John O'Brien, Venture Visionary Partners
Francis Investment Counsel (Kelli Send pictured)
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